Paraplanner salaries in Oxted, SRY

CeMAP qualified ideally, but would consider applicants without but has experience. Support the team with administrative tasks including scheduling appointments,…

£26,000 - £30,000 a year

8 days ago

A solid understanding of financial planning products and processes. Performance bonus + Company-wide bonus (when Eight hits targets).

£35,000 - £40,000 a year

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified. Strong knowledge of retail investments, pensions,…

Proficient in FE Analytics, cash calc, Intelliflo cashflow. The successful recruit will work in a busy Independent Financial Adviser practice in the City of…

From £45,000 a year

4 days ago

Has a minimum of 2 years’ experience as a paraplanner. Years 1 & 2 building on existing Financial Planning Assistant skills. Job Types: Full-time, Permanent.

£35,000 - £45,000 a year

Handle incoming calls and correspondence. Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.

4 days ago